-43.3%
SWKS vs TPG
+85.9%
-129.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.3% | +5.1% | +3.3% |
| 7D | +11.8% | -2.9% | +14.7% | +13.2% |
| 30D | +6.7% | +5.0% | +1.7% | +3.8% |
| 3M | 0.0% | +24.9% | -24.9% | -10.7% |
| 6M | +38.7% | +21.1% | +17.6% | +24.5% |
| YTD | +21.4% | -17.3% | +38.6% | +30.3% |
| 1Y | +2.9% | -9.8% | +12.7% | +5.1% |
| 3Y | -16.4% | +95.4% | -111.8% | -44.3% |
| All | -43.3% | +85.9% | -129.2% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TPG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling